The Pexapark Podcast

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Welcome to The Pexapark Podcast, your fortnightly edit of impactful intelligence in renewable energy, Power Purchase Agreements (PPA) and beyond. Every two weeks, our COO & Co-Founder Luca Pedretti kicks off with key market, regulatory, pricing and deal making updates in Europe and North America.In the second part, Luca hosts an in-depth conversation with an industry expert, discussing candid perspectives on the critical trends shaping our sector. For more insights, register for a free Pexapark account here: https://go.pexapark.com/podcastsAbout Us Pexapark is the price intelligence platform for clean energy, covering solar, wind, and battery storage across more than 20 countries. We help clean energy buyers, sellers, and investors navigate increasingly complex power markets with confidence.

  1. 5D AGO

    The Big Repricing: How Volatility and BESS Reshape Clean Energy Markets with Dominique Hischier of Pexapark

    Welcome back to The Pexapark Podcast! In the first part of the episode, Luca Pedretti is joined by Dominique Hischier, VP – Editorial & Analysis at Pexapark, to unpack the big theme of Pexapark’s Market Outlook 2026: “The Big Repricing – how volatility and BESS reshape clean energy markets.” Enjoy their discussion on topics including: What it means to operate in a renewables-dominated power systemWhy price volatility is becoming structural, not cyclicalHow lower capture rates, negative prices, and curtailment are reshaping revenuesWhy value is shifting from generation toward flexibility and BESSHow offtake is evolving as PPA volumes fell ~15% in 2025The rise of FPAs and merchant optimization as core routes to market for batteriesIn the second part of the episode, Luca turns to recent Pexapark market intelligence on the world’s largest power market, PJM, and how it is being reshaped by rapid data center demand growth and thermal retirements. Capacity auction prices have cleared at the regulatory ceiling again, reserve margins are razor-thin, and new procurement models are emerging – from behind-the-meter and co-located strategies to regulatory changes enabling faster interconnection. The episode also looks at proposals for a one-time auction offering 15-year revenue certainty for new dispatchable generation, signaling a major potential shift in market design.   Pexapark’s Renewables Market Outlook 2026 is now available. The Big Repricing examines how record renewable deployment, rising volatility, and the rapid scale-up of BESS are reshaping how value is created and captured across clean energy markets. Download the full report Unlock More PPA Market Insights Register for your free Pexapark account to stay updated on the latest energy transition trends. Learn more >

    35 min

  2. JAN 29

    Merchant Value & Volatility: Decoding BESS Bankability with Niels Jakeman of NORD/LB

    Welcome back to The Pexapark Podcast! In the first part of the episode, Luca Pedretti is joined by Niels Jakeman, Head of Energy Origination Europe at NORD/LB, to explore how battery storage is being financed today and what lenders look for as the market matures. With around 30 GWh of storage financed globally and decades of experience across renewables and infrastructure finance, Niels offers a lender’s perspective on bankability, risk allocation, and how storage fits into the broader evolution of renewable project finance. The discussion cuts straight to the issues shaping the future of storage finance, including: How renewable financing has evolved from feed-in tariffs to merchant exposure – and what that means for storageWhat makes a storage project bankable, from location and stakeholders to contracts and warrantiesHow lenders assess merchant risk, arbitrage, ancillaries, and battery degradationThe shift from simple tolling agreements toward more complex optimization and hedging structuresWhy hybrid portfolios combining renewables and storage are increasingly attractive from a financing perspectiveIn the second part of the episode, the focus turns to recent Pexapark market intelligence, with a closer look at France’s new power market regime following the expiry of the ARENH mechanism. The episode explains how the new nuclear clawback framework and long-term industrial supply agreements with EDF are reshaping price formation – and why these changes are setting important benchmarks for PPAs and private offtake in the French market heading into 2026. Unlock More PPA Market Insights Register for your free Pexapark account to stay updated on the latest energy transition trends. Learn more >

    37 min

  3. JAN 15

    Corporate PPA & The “Hourly Debate” with Jim Boyle of Sustainability Roundtable

    Welcome back to The Pexapark Podcast! In the first part of the episode, Luca Pedretti is joined by Jim Boyle, CEO and Founder of Sustainability Roundtable, for a wide-ranging conversation on how corporate renewable procurement is evolving across the US and Europe. Drawing on nearly two decades of buyer-side experience, Jim offers a nuanced perspective on how policy shifts, accounting standards, and market design are influencing deal flow and buyer behaviour. Enjoy their conversation on themes including: Why the withdrawal of US clean energy tax credits appears to be accelerating near-term PPA activityHow reduced subsidies could, over time, slow deployment and potentially ease cannibalisation in more mature renewable marketsThe growing significance of the “hourly debate” and proposed changes to the Greenhouse Gas ProtocolWhy mandating 24/7, in-grid matching could materially limit broader corporate participation in PPAsThe case for keeping 24/7 procurement optional, while exploring ways to better value storage and flexibility beyond carbon accountingIn the second part of the episode, we turn to recent Pexapark market intelligence. We look at the EU’s upcoming Carbon Border Adjustment Mechanism (CBAM) and why its strict requirements around physical, hourly-matched PPAs may limit near-term uptake in Southeast Europe and Turkey. The episode closes with a more constructive signal from German onshore wind, where oversubscribed auctions and improving price dynamics suggest that shovel-ready projects could increasingly turn to the PPA market after years dominated by subsidy schemes. Unlock More PPA Market Insights Register for your free Pexapark account to stay updated on the latest energy transition trends. Learn more >

    38 min

  4. 12/11/2025

    Risk, Discipline and the Evolution of Trading & Origination with Domenico De Luca of Axpo

    Welcome back to The Pexapark Podcast! In the first part of the episode, we zoom out and look at how power markets are shifting across regulation, prices, and the wider energy world. ERCOT is launching real-time co-optimization and fully integrating BESS – the biggest reform since nodal pricing. Germany is moving toward dynamic grid fees that reward flexibility and penalize congestion. Denmark is abandoning “first come, first served” grid queues in favor of maturity-based prioritization.  At the same time, Europe’s renewables landscape has entered a phase of abundance: more negative prices, lower capture factors, and pressure on debt structures where legacy PPAs weren’t designed for today’s volatility. Owners are rewriting contracts, reshaping hedges, and bridging the next 3–5 years until storage and flexibility scale.  A new generation of IPPs is emerging – defined not by how well they build megawatts, but by how well they manage risk, revenue, and flexibility in markets where volatility is becoming the norm. In the second half, Luca Pedretti speaks with Domenico De Luca, Head of Trading & Sales and Executive Board Member at Axpo, for a deep dive into how one of Europe’s largest trading organizations is navigating volatility, managing global portfolios, and preparing for a future shaped by renewables, storage, and shifting market fundamentals. Enjoy a discussion on themes including: How trading & origination have evolved — and which fundamentals still anchor the businessThe shift from long-term to short-term value as volatility growsHow renewables, cannibalization, and batteries are reshaping PPAs and merchant riskThe emerging role of hybrid assets and tolling structures in storageWhy Europe still needs long-duration flexibility and disciplined risk-taking Notes 𝗧𝗵𝗲 𝗻𝗲𝘅𝘁-𝗴𝗲𝗻 𝗜𝗣𝗣 𝗴𝗼𝗲𝘀 𝗯𝗲𝘆𝗼𝗻𝗱 𝗴𝗲𝗻𝗲𝗿𝗮𝘁𝗶𝗼𝗻. Instead of passively taking weather-driven output, they control and optimize when and how renewables hit the grid and the market – shaping, shifting, and firming power as they scale into multi-GW, multi-tech, multi-market portfolios. If you want to understand what “next-gen IPP” looks like in practice, we’ve made two free resources available on the Pexapark website: 𝗣𝗲𝘅𝗮𝗽𝗮𝗿𝗸 𝗣𝗼𝗱𝗰𝗮𝘀𝘁 𝗦𝗲𝗿𝗶𝗲𝘀: 8 interviews with early leaders who are re-defining the IPP model in Europe. Listen here𝗧𝗵𝗲 𝗜𝗣𝗣 𝗣𝗹𝗮𝘆𝗯𝗼𝗼𝗸: a hands-on guide for energy leaders, unpacking how IPPs are evolving to capture value, manage risk, and optimize revenues in modern power markets. Read/download free here (no forms)Unlock More PPA Market Insights Register for your free Pexapark account to stay updated on the latest energy transition trends. Learn more >

    47 min

  5. 12/02/2025

    The Next-Gen IPP Podcast Series | Mirova’s Jérôme Tricot

    Welcome back to The Pexapark Podcast! In this special edition, we look at how next-generation Independent Power Producers (IPPs) are becoming digital, data-driven operators.  In this episode Luca Pedretti is joined by Jérôme Tricot, Director, Asset Performance & Optimisation at Mirova, a Paris-based sustainable asset manager with ~€33bn AUM, including >€4bn invested in energy-transition infrastructure and a sixth fund currently in fundraising. Jérôme explains how Mirova invests in and alongside IPPs – developing, building, and operating renewables – while evolving capabilities for revenue management, hedging, and flexible, dispatchable portfolios. Enjoy a discussion on themes including: The evolution of IPPs: from maximising generation to optimising when and how energy is produced amid price volatilityOperational control as a core skill: EMS systems, curtailment, AI-driven forecasting, and hybridisation with storageInternalising key expertise and building local partnerships across Europe to manage risk and drive efficiencyThe new energy-management frontier: balancing, route-to-market, and merchant exposure as core revenue leversCross-market innovation inspired by Australia and California – capacity swaps and virtual tolling as future modelsMirova’s digital stack: from in-house stochastic models to a SaaS + API ecosystem integrating SCADA, asset, and risk toolsThe road ahead: VPPs, AI, and regulatory readiness – why the shift from electricity to electronicity defines the next era of IPPsUnlock More PPA Market Insights Register for your free Pexapark account to stay updated on the latest energy transition trends. Learn more >

    19 min

  6. 12/02/2025

    The Next-Gen IPP Podcast Series | OX2’s Mehmet Energin

    Welcome back to The Pexapark Podcast! In this special edition, we explore how leading developers are evolving into next-generation Independent Power Producers (IPPs).  In this episode Luca Pedretti sits down with Mehmet Energin, Chief Investment Officer at OX2, to discuss how the company is transitioning from a pure-play developer to an active renewable asset owner. With new shareholders, shifting market dynamics, and fast-moving technology, OX2 is building the commercial, digital, and strategic muscles needed to thrive in an era of volatility, capital scarcity, and hybrid portfolios. Enjoy a discussion on themes including: Why OX2 is returning to the IPP model and how EQT’s 2024 acquisition accelerated the shiftThe new value drivers: structuring, operations, and merchant risk managementBuilding capabilities in origination, portfolio optimization, and hybrid PPAsHow digital tools and data integration support smarter asset managementThe balance between scale, focus, and flexibility in today’s IPP landscapeLessons for the future: creating bankable products, attracting talent, and staying agileUnlock More PPA Market Insights Register for your free Pexapark account to stay updated on the latest energy transition trends. Learn more >

    29 min

  7. 12/02/2025

    The Next-Gen IPP Podcast Series | Taaleri Energia’s Kai Rintala and Aleksi Nordlund

    Welcome back to The Pexapark Podcast! In this special edition, we explore how investors and fund managers are building the next generation of Independent Power Producers (IPPs).  In this episode Luca Pedretti sits down with Kai Rintala, Managing Director and Aleksi Nordlund, Director of Power Markets at Taaleri Energia, to discuss how the Finnish renewables fund manager is evolving its model to capture more value across the energy value chain. Enjoy a discussion on themes including: The evolution from developer to full-spectrum value creator across development, construction, operations, and commercializationHow Taaleri Energia operates “like an IPP” within a fund management modelThe growing importance of power market expertise and origination in maximizing returnsDeciding what to outsource vs. build in-house in trading, hedging, and portfolio managementWhy sophisticated risk analysis and data infrastructure are becoming must-havesBuilding a lean power markets team supported by a broader investment group focused on trading strategyThe next frontier: AI, digitalization, and attracting new talent to energy tradingUnlock More PPA Market Insights Register for your free Pexapark account to stay updated on the latest energy transition trends. Learn more >

    33 min

  8. 12/02/2025

    The Next-Gen IPP Podcast Series | Eurowind Energy’s Jesper Schaumburg-Düring

    Welcome back to The Pexapark Podcast! In this special edition, we explore how Independent Power Producers (IPPs) are redefining what it means to own and optimize renewable assets in a fast-changing market.  In this episode Luca Pedretti sits down with Jesper Schaumburg-Düring, Commercial Director at Eurowind Energy, to discuss how the Danish company has transformed from a traditional developer into a full-fledged, multi-technology IPP with ambitions to become a true power major.  Enjoy a discussion on themes including: The shift from developer to true IPP — owning, operating, and optimizing assets for long-term valueEurowind’s goal to become a power major by scaling across technologies and marketsBuilding flexible assets ready for future market mechanisms like Picasso and ancillary servicesBringing trader knowledge into the IPP model to manage capture rates, volumetric risks, and PPA complexityHow Eurowind’s commercial division operates like a trading company — with originators, analysts, and portfolio managers across key marketsThe critical role of data, IT infrastructure, and ETRM systems in managing risk and optimizing revenuesThe challenge of hybrid assets combining wind, PV, and BESS — and the shift from corporate to utility PPAsWhy understanding risks, market correlations, and flexibility is key to the next generation of IPPsUnlock More PPA Market Insights Register for your free Pexapark account to stay updated on the latest energy transition trends. Learn more >

    29 min
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About

Welcome to The Pexapark Podcast, your fortnightly edit of impactful intelligence in renewable energy, Power Purchase Agreements (PPA) and beyond. Every two weeks, our COO & Co-Founder Luca Pedretti kicks off with key market, regulatory, pricing and deal making updates in Europe and North America.In the second part, Luca hosts an in-depth conversation with an industry expert, discussing candid perspectives on the critical trends shaping our sector. For more insights, register for a free Pexapark account here: https://go.pexapark.com/podcastsAbout Us Pexapark is the price intelligence platform for clean energy, covering solar, wind, and battery storage across more than 20 countries. We help clean energy buyers, sellers, and investors navigate increasingly complex power markets with confidence.

Information

  • Creator
    Pexapark
  • Years Active
    2024 - 2026
  • Episodes
    40
  • Rating
    Clean
  • Copyright
    © 2026 The Pexapark Podcast
  • Show Website
    The Pexapark Podcast

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